Our team of dedicated professionals has been brought together specifically to meet the needs of the business’s client niche.

They have been drawn from a diverse range of backgrounds, sharing a passion for delivering the highest level of professional service, and demonstrating the values of Mercury Private.


After graduating from the University of Canterbury (NZ) and being admitted to the Bar, Tim entered the stockbroking industry in 1984. After dealing in both gilts (bonds) and equities initially in Auckland and later with Hoare Govett in London, Tim began advising in Sydney in 1989, moving to Potter Warburg in 1997, before founding Grosvenor Financial Services in 2000. After Grosvenor was sold to ASX-listed Perpetual in 2009, Tim worked through an earn-out period before establishing Mercury Private in 2015. Tim holds a CFP and as part of a busy professional life sits as a Trustee on a number of charitable trusts.


Margaret is a qualified Chartered Accountant and started her career in KPMG Sydney and Toronto. Margaret then moved to the banking and finance industry in late 1980’s and has nearly 30 years of extensive financial services experience including operations, risk management, private wealth management, client service, mergers and acquisitions, business integrations, transformation and change management. Before joining Grosvenor Financial Services in 2008 as the CEO, Margaret had run large global operations teams for the Commonwealth Bank’s Global Market Operations and CommSec Operations. Margaret also had experience as a Board member on various boards including the Australian Financial Operations Association, Newington College Foundation and Australian Ice Racing (a National Sporting Organisation of a Winter Olympic Sport). She has completed the Company Directors Course with the Australian Institute of Company Directors and she is also a Justice of Peace.


After starting her career in London as an assistant economist for Bank of Tokyo in 1986, Monica moved to Sun Life Investment Management to work as an investment analyst and fund manager. During her career at Sun Life, Monica was instrumental in creating the strategy for smaller companies and managed the Sun Life UK Smaller Companies valued at GBP300m. Post AXA’s acquisition of Sun Life, Monica advised and managed 10 offshore and onshore unit trusts valued GBP500M. Following her move to Sydney in 2000, Monica worked with MLC and assisted with the launch of MLC Implemented Consulting. Monica joined Grosvenor Financial Services in 2004 as an investment manager responsible for asset allocation, researching equities, property (including unlisted property and AREITs) and structured products. Monica brings over 25 years of experience in the financial markets of London and Sydney in joining Mercury Private.


Andrew has a decade’s worth of experience in the wealth management industry following an education at universities in both Australia and Europe. Prior to joining Mercury Private, Andrew advised and managed the affairs of a niche group of high-net-worth clients and their families. Having started his career at Grosvenor Financial Services, Andrew has also worked as an investment analyst across various asset classes, analysing domestic and international companies listed on various stock markets, hedge funds and property syndications.


David began his career in the finance industry in the UK, joining a boutique financial advisory firm in 2000. Having obtained the Financial Planning Certificates, David spent two years with Ernst & Young Financial Management as a technical adviser for a client base of high net worth individuals. David moved to Australia in 2004 and joined Grosvenor Financial Services. Since 2009, in his capacity as Adviser, David has been assisting clients and their families to identify their financial goals and objectives, and putting in place the most appropriate strategies to help them to achieve those goals.


Kunal is a Certified Practising Accountant (CPA) and Registered Tax Agent with over 10 years' experience in tax and accounting. Prior to joining Mercury Private, Kunal has held several tax and accounting roles for boutique and top mid-tier accounting firms. Enjoying a wide range of industry experience working with small to large businesses, Kunal is well versed in areas of Income Tax, Goods and Services Tax, Fringe Benefits Tax, Superannuation, Indirect Taxes and R&D Tax Incentive. He has a practical approach to his work and is focused on developing strong relationships with clients and working jointly with key parties to provide a high level of service.


After beginning his career in accounting, Iain moved into financial advising, joining ANZ Private Bank and Investec Bank (Australia), which later became Lipman Burgon & Partners. During this time, Iain has advised and managed the affairs of a niche group of ultra-high-net-worth clients and their families. Iain has over a decade’s experience in the financial markets and wealth management spanning multiple disciplines including investment advice, taxation planning, superannuation, structuring, asset protection, and estate planning. His responsibilities have also incorporated analysing and providing recommendations on domestic and international equities, fixed income assets, managed funds, private equity and hedge funds and property syndications. Iain’s qualifications include a Masters of Applied Finance in Investment Management and Financial Planning and a BA in Organisational Psychology. He is a also Certified Financial Planner (CFP) and a Justice of the Peace.


Level 13, Gateway Building,
1 Macquarie Place, Sydney NSW 2000
PO Box R203, Royal Exchange NSW 1225


Phone. (02) 9152 8900

Facsimile. (02) 9152 8999


Email. info@mercuryprivate.com.au

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